WealthSource Partners’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $317K | Sell |
5,530
-208
| -4% | -$11.9K | 0.02% | 404 |
|
|
2023
Q3 | $289K | Hold |
5,738
| – | – | 0.02% | 405 |
|
|
2023
Q2 | $336K | Buy |
5,738
+1,680
| +41% | +$98.4K | 0.02% | 386 |
|
|
2023
Q1 | $222K | Buy |
+4,058
| New | +$222K | 0.02% | 456 |
|
|
2022
Q3 | – | Sell |
-4,839
| Closed | -$218K | – | 539 |
|
|
2022
Q2 | $218K | Sell |
4,839
-401
| -8% | -$18.1K | 0.02% | 470 |
|
|
2022
Q1 | $305K | Buy |
5,240
+115
| +2% | +$6.69K | 0.02% | 447 |
|
|
2021
Q4 | $359K | Buy |
5,125
+1,016
| +25% | +$71.2K | 0.03% | 380 |
|
|
2021
Q3 | $265K | Buy |
+4,109
| New | +$265K | 0.02% | 423 |
|